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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

477 hedge funds and large institutions have $17.6B invested in iShares Core Total USD Bond Market ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
7.55%
Holding in Top 10
66
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.79%
% of All Funds
1.04%
New
68
Increased
262
Reduced
101
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.92B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
BlackRock
BlackRock
New York
$3.19B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$713M
5
LPL Financial
LPL Financial
California
$749M

Top Sellers

1
ST
Spinnaker Trust
Maine
$2.95M
2
UBS Group
UBS Group
Switzerland
$147M
3
EH
Equitable Holdings
New York
$0
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$1.84M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
176
Spinnaker Trust
Maine
$2.95M -$42.8M -863,038 -94%
TPA
177
Trivium Point Advisory
Connecticut
$2.86M +$1.69M +34,486 +143%
GFPC
178
Global Financial Private Client
Florida
$2.81M +$859K +17,382 +44%
MBT
179
Montecito Bank & Trust
California
$2.79M -$1.04M -20,960 -27%
KPWG
180
KFA Private Wealth Group
Virginia
$2.77M -$104K -2,104 -4%
AWM
181
Alterna Wealth Management
Texas
$2.69M -$288K -5,795 -10%
WWP
182
WR Wealth Planners
Missouri
$2.6M +$2.6M +52,353 New
1WM
183
1900 Wealth Management
Texas
$2.54M -$1.77M -35,664 -41%
LF
184
Lantz Financial
Illinois
$2.52M +$718K +14,474 +40%
Comerica Bank
185
Comerica Bank
Texas
$2.45M -$559K -11,628 -19%
CAM
186
Concorde Asset Management
Michigan
$2.43M -$1.99M -40,147 -45%
SI
187
Stephens Inc
Arkansas
$2.41M -$49.6K -1,000 -2%
MWP
188
Meridian Wealth Partners
Pennsylvania
$2.38M +$2.38M +48,006 New
SWP
189
ShoreHaven Wealth Partners
New Jersey
$2.26M +$2.26M +45,497 New
AWM
190
Apollon Wealth Management
South Carolina
$2.19M +$69.3K +1,396 +3%
LW
191
Linscomb Wealth
Texas
$2.17M -$1.47M -29,548 -40%
RWA
192
RGT Wealth Advisors
Texas
$2.12M -$201K -4,053 -9%
LA
193
Latitude Advisors
Florida
$2.1M +$953K +19,208 +83%
USCWA
194
U.S. Capital Wealth Advisors
Texas
$2.08M +$93K +1,874 +5%
TAIM
195
TD Ameritrade Investment Management
Nebraska
$2.08M -$1.29M -26,000 -38%
AR
196
Apeiron RIA
Texas
$2.05M -$3.04M -62,418 -60%
MFGM
197
Marshall Financial Group (Maryland)
Maryland
$2M -$185K -3,732 -8%
AA
198
Ancora Advisors
Ohio
$1.99M -$558K -11,235 -22%
BWA
199
BlueSky Wealth Advisors
North Carolina
$1.96M -$7.74K -156 -0.4%
HIM
200
Hanlon Investment Management
New Jersey
$1.96M +$544K +10,956 +38%
6 7
8
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